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Great Elm Group
GEG

24 hedge funds and large institutions have $18.6M invested in Great Elm Group in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $17M → $18.6M (+$1.61M)

0.33% more ownership

Funds ownership: 31.78% → 32.11% (+0.33%)

4% less funds holding

Funds holding: 25 → 24 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
2
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.36K
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.99K
3
Raymond James Financial
Raymond James Financial
Florida
+$101

Top Sellers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
-$26.1K
2
Citadel Advisors
Citadel Advisors
Florida
-$14.4K
3
UBS Group
UBS Group
Switzerland
-$13.9K
4
CSC
Cove Street Capital
California
-$10.1K
5
BlackRock
BlackRock
New York
-$7.61K
Name Holding Trade Value Shares
Change 		Change in
Stake
NRCM
1
Northern Right Capital Management
Connecticut
$8.78M – – –
KCM
2
Kingdon Capital Management
New York
$2.63M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.12M -$3.6K -1,785 -0.2%
AGC
4
Alden Global Capital
Florida
$1.81M – – –
Renaissance Technologies
5
Renaissance Technologies
New York
$1.24M -$26.1K -12,928 -2%
BlackRock
6
BlackRock
New York
$688K -$7.61K -3,776 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$481K -$2.51K -1,244 -0.5%
UBS Group
8
UBS Group
Switzerland
$250K -$13.9K -6,880 -5%
State Street
9
State Street
Massachusetts
$142K – – –
BCM
10
Bridgeway Capital Management
Texas
$119K – – –
Northern Trust
11
Northern Trust
Illinois
$95.9K – – –
Morgan Stanley
12
Morgan Stanley
New York
$95.5K – – –
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$79.8K +$9.36K +4,643 +14%
Citadel Advisors
14
Citadel Advisors
Florida
$41.5K -$14.4K -7,159 -27%
TCOT
15
Trust Company of Toledo
Ohio
$31.1K – – –
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$24.1K – – –
Bank of America
17
Bank of America
North Carolina
$2.53K -$681 -338 -22%
Osaic Holdings
18
Osaic Holdings
Arizona
$2.29K +$1.99K +987 +823%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1K -$4 -2 -0.3%
Wells Fargo
20
Wells Fargo
California
$447 – – –
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$159 – – –
Raymond James Financial
22
Raymond James Financial
Florida
$104 +$101 +50 New
BC
23
Barrett & Company
Rhode Island
$27 – – –
Fidelity Investments
24
Fidelity Investments
Massachusetts
$2 -$6 -3 -75%
CSC
25
Cove Street Capital
California
– -$10.1K -5,322 Closed
1
2

GEG Hedge Fund Activity: Q2 2025 in Review

24 of the 7,603 institutional investors tracked by Wall St. Rank reported a position in Great Elm Group (GEG) for Q2 2025, worth a combined $18.6M — up 9.4% from $17M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of GEG and 1 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 2 added.

The largest buyer was Susquehanna International Group, adding an estimated $9.36K. The largest seller was Renaissance Technologies, cutting an estimated $26.1K.

  • 24 institutional investors held Great Elm Group (GEG) as of Q2 2025, down from 25 in Q1 2025.
  • Funds reported $18.6M of Great Elm Group stock for Q2 2025, up 9.4% quarter-over-quarter.
  • 1 fund opened new Great Elm Group positions in Q2 2025 and 2 closed out, a net change of -1 holder.
  • The largest Great Elm Group buyer in Q2 2025 was Susquehanna International Group, an estimated $9.36K added.
  • The largest Great Elm Group seller in Q2 2025 was Renaissance Technologies, an estimated $26.1K sold.

Based on aggregated 13F filings for Q2 2025.